How to Dynamics CRM

New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. 

Roughly around 20 CRM MVP's (I was not one of them) have got together and come out with a collaborative offering called CRMFieldGuide.

To say the least.. Its simple and powerful. CRM is simple and the book will let your CRM be effective by letting you keep it simple.

The book touches upon all offerings/tools related to Dynamics CRM. It is not restricted to explaining the functional concepts of Sales/Marketing and Service. It goes way beyond and includes the entire process right from Installing and Configuring CRM to the Best Practices for customizations and Server Maintenance. It has a total of 25 chapters to touch upon the various topics some of which we generally need to search on the web to find information on like

• Sharepoint Integration

• Dynamics Connector

• Best practices for upgrade from CRM 4 to 2011

• Understand Solutions to make it work better for you

• Data Import

Who better than the experts to share with you their collective knowledge in one CRMFieldGuide.

Its a must have for anyone who needs to CRM the right way!

This book was released on October 1st 2012. Grab a copy right now from www.crmfieldguide.com

InoLink: QuickBooks - Dynamics CRM Integration Version 2.0 Released

We have come up with the next version of InoLink: QuickBooks - Dynamics CRM Integration

InoLink: QuickBooks is an integration link developed to integrate QuickBooks with Dynamics CRM. After detailed evaluation of the feedback received over a period of time we have come up with this version.

What’s new in this version?

1. The general look and feel has been vastly improved for seamless integration with Dynamics CRM.

2. Better user experience in terms of use of Ajax for user feedback to processes.

3. Additional feature added to the Promote Account functionality to support the Alternate Contact and multiple address feature of QuickBooks.

4. Ability to unlink existing linked accounts from Dynamics CRM to QuickBooks in case you want to no longer link the two records.

5. It now supports import of QuickBooks product types such as Inventory, Non-Inventory, Services, Other Charges, Inventory Assembly products.

6. Huge changes in the Sales Order/Invoice promote functionality to account for the discount and tax calculations.

7. Ability to associate discount with Discount type of Line items in QuickBooks so that they are taken over to QuickBooks correctly.

8. Once an account is linked to a customer in QuickBooks, ability to calculate tax of the order/invoice based on the Tax % in QuickBooks has been provided.

9. Closes the Sales Order in QuickBooks when an invoice associated with it has been promoted from CRM. This makes sure that promoting invoices from CRM does not leave the Sales Order in QB open.

For detailed information on the features of InoLink: QuickBooks Dynamics CRM Integration click here